Smith Hayes Advisers’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $673K | Buy |
6,077
+2,006
| +49% | +$222K | 0.14% | 171 |
|
|
2015
Q4 | $440K | Buy |
4,071
+1,379
| +51% | +$149K | 0.09% | 204 |
|
|
2015
Q3 | $295K | Buy |
2,692
+740
| +38% | +$81.1K | 0.06% | 242 |
|
|
2015
Q2 | $212K | Buy |
1,952
+131
| +7% | +$14.2K | 0.04% | 296 |
|
|
2015
Q1 | $203K | Buy |
1,821
+1
| +0.1% | +$111 | 0.04% | 305 |
|
|
2014
Q4 | $200K | Buy |
+1,820
| New | +$200K | 0.04% | 296 |
|